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Disclosery

REGL PROSHARES TR

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S&P MDCP 400 DIV (fund)

216 managers (217 13F filers) reported a position in REGL shares at 2025-03-31, 12,782,713 shares in all. 24 filers opened a position and 14 filers sold out during the quarter.

Managers
216
13F filers
217
New
24
Added
79
Reduced
62
Sold out
14
Shares held by filers
12,782,713

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
COLDSTREAM CAPITAL MANAGEMENT INC2,505,833$202M4.3%+64,11813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,246,465$181M0.01%-62,85713F-HRTimelineGroup
LPL Financial LLC683,618$55.1M0.02%-9,97113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN674,277$54.4M0.01%-94,08713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC648,050$52.3M0.02%+4,67513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…538,840$43.5M0.04%-44,15313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/526,343$42.4M<0.01%+23,58113F-HRTimelineGroup
UBS Group AGin group UBS Group AG382,584$30.9M0.01%+8,13513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA317,909$25.6M0.01%-8,56113F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.303,146$24.4M0.05%-3,86713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC289,898$23.4M0.03%-48,88613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP207,582$16.7M2.02%+3,32913F-HRTimeline
&PARTNERS179,717$14.4M0.15%+13,87213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC153,877$12.4M<0.01%+7,80313F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC145,978$11.8M0.05%+72,98913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.126,095$10.2M0.02%+8,87713F-HRTimelineGroup
Cambridge Investment Research Advisors,…86,347$6.96M0.02%-7,57913F-HRTimeline
FAS Wealth Partners, Inc.83,314$6.72M0.55%+1,92513F-HRTimeline
Connecticut Wealth Management, LLC78,030$6.29M0.33%new13F-HRTimeline
SMITH, MOORE & CO.77,945$6.29M0.58%+22713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC75,164$6.06M<0.01%+60,48113F-HRTimelineGroup
Cetera Investment Advisers74,956$6.05M0.01%-1,42613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP69,888$5.64M0.01%-33213F-HRTimelineGroup
PINNACLE ASSOCIATES LTD69,683$5.62M0.08%-11,17813F-HRTimeline
Dogwood Wealth Management LLC62,660$5.05M2.66%+2,27113F-HRTimeline
Modern Wealth Management, LLC59,074$4.76M0.15%+1,90813F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP57,085$4.6M0.01%+1,47413F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED56,031$4.49M0.42%+1,31313F-HR/ATimeline
Capital Advisors, Ltd. LLC55,606$4.49M0.59%-28013F-HRTimeline
Jacobi Capital Management LLC55,506$4.48M0.33%+1,41013F-HRTimeline
Cascade Financial Partners, LLC54,974$4.43M0.56%+7,97113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding52,138$4.2M-636Timeline
Summit Wealth Partners, LLC51,736$4.17M0.85%-4,15113F-HRTimeline
Avant Capital LLC47,871$3.86M3.21%+43313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP47,585$3.82M<0.01%+7,56613F-HR/ATimelineGroup
United Advisor Group, LLC47,294$3.81M0.78%+2,38813F-HRTimeline
Gladstone Institutional Advisory LLC46,421$3.74M0.17%-8,53813F-HRTimeline
PMG Wealth Management, Inc.46,408$3.74M3.98%-1,57013F-HRTimeline
Sanctuary Advisors, LLC45,945$3.71M0.03%-40113F-HRTimeline
World Investment Advisors44,954$3.63M0.09%+40213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP43,900$3.54M0.01%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.43,138$3.48M0.04%-5,36613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC40,864$3.3M0.05%-3,91413F-HRTimelineGroup
Janney Montgomery Scott LLC40,418$3.26M0.01%-84913F-HRTimeline
LMG Wealth Partners, LLC38,842$3.13M0.7%-12413F-HRTimeline
KOM Wealth Management Group, LLC38,493$3.1M2.71%-9,51313F-HRTimeline
NewEdge Advisors, LLC37,822$3.05M0.02%+31,27413F-HRTimeline
Landmark Wealth Management, LLC31,845$2.57M1.13%-16,29313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…30,948$2.5M0.01%-9013F-HRTimelineGroup
Premier Path Wealth Partners, LLC30,167$2.43M0.38%+1,26213F-HRTimeline
Dynamic Advisor Solutions LLC28,256$2.28M0.08%-60313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…27,056$2.18M0.09%+49513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.24,417$1.97M0.06%+23,80113F-HRTimeline
Clear Creek Financial Management, LLC24,348$1.96M0.2%+11113F-HRTimeline
PFG Investments, LLC23,438$1.89M0.12%-2,98913F-HRTimeline
HighTower Advisors, LLC22,669$1.83M<0.01%-49413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,994$1.77M<0.01%-1,59213F-HRTimeline
Biondo Investment Advisors, LLC21,851$1.76M0.25%+64713F-HRTimeline
Visionary Wealth Advisors21,753$1.75M0.11%-7313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC21,605$1.74M0.17%+1,79113F-HR/ATimeline
Armstrong, Fleming & Moore, Inc20,565$1.66M2.01%new13F-HRTimeline
Private Advisor Group, LLC17,945$1.45M0.01%-66013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV17,770$1.43M<0.01%-1,05413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT17,204$1.39M0.06%013F-HRTimeline
Royal Capital Wealth Management, LLC16,618$1.34M0.94%013F-HRTimeline
Atlas Brown,Inc.15,898$1.28M0.45%+2513F-HRTimeline
Intrepid Financial Planning Group LLC14,054$1.13M0.52%-10513F-HRTimeline
WEDBUSH SECURITIES INC13,914$1.12M0.04%+14413F-HRTimeline
Tyler-Stone Wealth Management13,827$1.12M0.2%-30613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV13,450$1.08M0.08%+47613F-HRTimeline
Quad-Cities Investment Group, LLC13,437$1.08M0.53%-1,36213F-HRTimeline
WealthPlan Investment Management, LLC13,323$1.07M0.11%+41113F-HRTimeline
Tower Wealth Partners, Inc.13,171$1.06M0.57%+12213F-HRTimeline
COZAD ASSET MANAGEMENT INC12,612$1.02M0.1%+14213F-HRTimeline
ROMAN BUTLER FULLERTON & CO13,055$1.01M0.39%+3,32113F-HRTimeline
Geneos Wealth Management Inc.12,404$1M0.01%+5,95513F-HRTimeline
MSH Capital Advisors LLC12,331$995K0.31%+6313F-HRTimeline
Tempus Wealth Planning, LLC11,472$925K0.28%-65813F-HRTimeline
MML INVESTORS SERVICES, LLC11,414$921K<0.01%+67313F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC11,192$903K0.92%-64713F-HRTimeline
Northwest Financial Advisors10,809$872K0.72%013F-HRTimeline
Core Wealth Advisors, Inc.10,697$863K0.27%+1,96513F-HRTimeline
BEAM WEALTH ADVISORS, INC.10,585$854K0.29%+26313F-HRTimeline
Harvest Investment Services, LLC10,381$837K0.23%+8013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.10,082$813K0.31%+3113F-HRTimeline
L & S Advisors Inc9,950$802K0.1%013F-HRTimeline
Parcion Private Wealth LLC9,879$797K0.06%+99513F-HRTimeline
Capital Investment Advisors, LLC9,753$787K0.02%+1,64713F-HRTimeline
J.W. COLE ADVISORS, INC.9,523$768K0.02%+2,26713F-HRTimeline
Key Financial Inc9,459$763K0.17%-84313F-HRTimeline
Acorn Wealth Advisors, LLC9,410$759K0.32%-1,34413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,172$740K<0.01%-11813F-HRTimeline
COMERICA BANK8,938$721K<0.01%-3513F-HRTimeline
L.M. KOHN & COMPANY8,587$693K0.18%+39713F-HRTimeline
WealthBridge Capital Management, LLC8,526$688K0.19%013F-HRTimeline
Anson Capital, Inc.6,887$555K0.48%+23613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,876$555K0.01%+15013F-HRTimelineGroup
tru Independence LLC6,811$549K0.17%013F-HRTimeline
FMR LLCin group FMR LLC6,730$543K<0.01%+1,41113F-HRTimelineGroup
PFG Advisors6,692$540K0.03%+39013F-HRTimeline
Heritage Wealth Management, Inc.6,615$534K0.18%013F-HRTimeline
Clarus Wealth Advisors6,843$527K0.28%+3,33513F-HRTimeline
Westfuller Advisors, LLC6,264$508K0.34%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,284$507K<0.01%new13F-HR/ATimelineGroup
CFS Investment Advisory Services, LLC6,197$500K0.04%-1,43013F-HRTimeline
NewEdge Wealth, LLC6,150$496K0.01%+2,55013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC6,118$493K0.01%+11813F-HRTimelineGroup
Mystic Asset Management, Inc.6,025$486K0.13%-2513F-HRTimeline
HEADINVEST, LLC5,992$483K0.09%+1513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,987$483K<0.01%-10,39013F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,980$482K<0.01%+6013F-HRTimeline
Pathway Financial Advisers, LLC5,918$477K0.16%-19113F-HRTimeline
S.A. Mason LLC5,709$460K0.24%+27413F-HRTimeline
WESBANCO BANK INC5,678$458K0.02%013F-HRTimeline
Dana Investment Advisors, Inc.5,624$454K0.02%-16013F-HRTimeline
Financial Advocates Investment Manageme…5,620$453K0.03%new13F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC5,529$446K0.16%-14113F-HRTimeline
Patten Group, Inc.5,421$437K0.1%-52413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,244$435K<0.01%-35013F-HRTimelineGroup
Retirement Planning Co of New England, …5,390$435K0.22%-3013F-HR/ATimeline
SWMG, LLC5,399$423K0.17%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,116$413K0.02%013F-HRTimeline
PSI Advisors, LLC5,060$408K0.13%+34813F-HRTimeline
Kingsview Wealth Management, LLC5,008$404K0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,997$403K<0.01%+1,20913F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,931$398K0.01%-7913F-HRTimelineGroup
RDA Financial Network4,930$398K0.12%+313F-HRTimeline
DAVENPORT & Co LLC4,785$386K<0.01%013F-HRTimeline
WealthPLAN Partners, LLC4,688$378K0.05%+33713F-HRTimeline
IFG Advisory, LLC4,540$366K0.02%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,440$358K0.03%013F-HRTimeline
KPP Advisory Services LLC4,417$356K0.07%+79313F-HRTimeline
Cyndeo Wealth Partners, LLC4,375$353K0.02%-7013F-HRTimeline
GTS SECURITIES LLC4,307$347K0.02%new13F-HRTimeline
Well Done, LLC4,237$342K0.06%+1613F-HRTimeline
TriaGen Wealth Management LLC4,165$336K0.12%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,063$328K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC4,060$327K<0.01%013F-HRTimeline
Creative Planningin group Creative Planning4,044$326K<0.01%new13F-HRTimelineGroup
Hartford Financial Management Inc.4,000$323K0.07%013F-HRTimeline
Waverly Advisors, LLC3,900$315K<0.01%+33013F-HRTimeline
B. Riley Wealth Advisors, Inc.3,870$312K0.01%-99613F-HRTimeline
Sowell Financial Services LLC3,700$298K0.01%new13F-HRTimeline
Keystone Financial Services, LLC3,510$283K0.24%+65013F-HRTimeline
Key Client Fiduciary Advisors, LLC3,428$276K0.13%+47113F-HRTimeline
Anchor Investment Management, LLC3,382$273K0.03%013F-HRTimeline
Moors & Cabot, Inc.3,372$272K0.01%013F-HRTimeline
American Money Management, LLC3,359$271K0.05%-5013F-HRTimeline
IHT Wealth Management, LLC3,281$265K0.01%-6913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,236$261K0.02%013F-HRTimeline
Sigma Planning Corp3,200$258K0.01%+50013F-HRTimeline
Mariner, LLCin group Mariner, LLC3,191$257K<0.01%-5313F-HRTimelineGroup
Chicago Partners Investment Group LLC3,200$254K0.01%+61413F-HRTimeline
GPS Wealth Strategies Group, LLC3,092$249K0.03%013F-HRTimeline
SageView Advisory Group, LLC3,002$242K0.01%new13F-HRTimeline
Centerpoint Advisory Group2,998$242K0.24%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,947$238K0.01%new13F-HRTimeline
QTR Family Wealth, LLC2,946$238K0.18%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,829$228K0.11%+4813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,762$223K<0.01%+72913F-HRTimelineGroup
Palisade Asset Management, LLC2,700$218K0.02%013F-HRTimeline
Advisory Services Network, LLC2,660$215K<0.01%013F-HRTimeline
Azimuth Capital Investment Management L…2,650$214K0.01%new13F-HRTimeline
Meridian Financial Advisors, LLC2,618$211K0.15%013F-HRTimeline
CHAPIN DAVIS, INC.2,609$210K0.07%new13F-HRTimeline
Integrated Wealth Concepts LLC2,608$210K<0.01%-1,94413F-HRTimeline
Ausdal Financial Partners, Inc.2,607$210K0.02%-27613F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC2,502$202K0.11%013F-HR/ATimeline
Empire Financial Management Company, LLC2,502$202K0.06%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,500$202K0.03%013F-HRTimelineGroup
PRIVATE TRUST CO NA2,219$179K0.02%013F-HRTimeline
EP Wealth Advisors, LLC2,034$164K<0.01%+32513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,817$147K<0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.1,603$129K0.11%new13F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,577$127K<0.01%+15013F-HRTimeline
HOWE & RUSLING INC1,532$124K0.01%+1613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,132$91.3K<0.01%013F-HRTimelineGroup
Sandy Spring Bank1,005$81.1K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton940$75.8K0.02%+55013F-HRTimeline
Larson Financial Group LLC842$67.9K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC834$67K<0.01%+3313F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.798$64.4K0.03%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…757$61.1K<0.01%-3413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL647$52.2K<0.01%+37913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC519$41.9K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc513$41.4K<0.01%-5613F-HRTimeline
Clearstead Advisors, LLC500$40.3K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC472$38.1K<0.01%013F-HRTimelineGroup
Aspect Partners, LLC457$36.9K0.02%013F-HRTimeline
Asset Dedication, LLC450$36.3K<0.01%013F-HRTimeline
MAI Capital Management438$35.3K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC400$32.3K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB380$30.6K<0.01%+4313F-HRTimeline
TD Waterhouse Canada Inc.380$30.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC365$29.6K<0.01%013F-HRTimeline
BFSG, LLC351$28.3K<0.01%013F-HRTimeline
MorganRosel Wealth Management, LLC300$24.2K0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.250$20.2K<0.01%+9413F-HRTimelineGroup
Cape Investment Advisory, Inc.235$19K0.01%-11013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC218$17.6K0.01%new13F-HRTimeline